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MLC Managed
Account Strategies


Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.


Portfolio performance reports

Our monthly portfolio updates include performance, performance drivers, asset allocation and holdings. Reports for calendar quarters have additional information.

Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.


Monthly performance report

Quarterly commentary

MLC Premium Conservative 30

MLC Premium Moderate 50

MLC Premium Balanced 70

MLC Premium Growth 85

MLC Premium High Growth 98

MLC Value Conservative 30

MLC Value Moderate 50

MLC Value Balanced 70

MLC Value Growth 85

MLC Value High Growth 98

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1300 738 355

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MLC Asset Management Investment team

Meet the MLC Asset Management Investment team.